Now coronavirus cases and deaths are ticking up across the US as we head into the fall, raising alarms with health officials and, apparently, Apple too.

Apple was one of the first major companies to warn about disruptions from the coronavirus back in February of last year, a full month before the World Health Organization declared a pandemic and governments around the world started instituting lockdowns.

There's good reason to believe Apple could pull a repeat performance, due to the combination of deepening coronavirus cases around the world and warnings from major chip buyers and manufacturers that product shortages may stretch another year or more.

But in 2019, Apple started launching new subscription services, including its $5 per month Apple TV Plus for movies and TV, $5 monthly Apple Arcade for games and, last year, Apple Fitness Plus workout classes for $10 per month.

Each has received positive reviews, topped by Apple TV Plus earning 35 Emmy nominations earlier this month, led by its breakout sports comedy Ted Lasso.

Loup Ventures analyst Gene Munster said in a blog post that he expects Apple will catch up to demand by the fall, "which leads us to believe the best days are still ahead for Mac and iPad.".

Chatham Road Partners analyst Colin Gillis said in a note to investors that he expects "Phone as Fashion" will push further sales as people "want to show off the latest device" after a year in isolation.